ECM
Everence Capital Management Portfolio holdings
AUM
$1.55B
1-Year Return
22.02%
This Quarter Return
+9.84%
1 Year Return
+22.02%
3 Year Return
+82.69%
5 Year Return
+144.46%
10 Year Return
+389.74%
AUM
$670M
AUM Growth
+$52.9M
(+8.6%)
Cap. Flow
+$2.3M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
20.84%
Holding
717
New
69
Increased
117
Reduced
127
Closed
45
Top Buys
| 1 |
Apple
AAPL
|
+$2.42M |
| 2 |
ServiceNow
NOW
|
+$1.3M |
| 3 |
Johnson & Johnson
JNJ
|
+$1.07M |
| 4 |
UnitedHealth
UNH
|
+$991K |
| 5 |
Hormel Foods
HRL
|
+$974K |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$1.91M |
| 2 |
CELG
Celgene Corp
CELG
|
+$1.64M |
| 3 |
Intuitive Surgical
ISRG
|
+$1.44M |
| 4 |
Rockwell Automation
ROK
|
+$1.37M |
| 5 |
Southern Company
SO
|
+$1.08M |
Sector Composition
| 1 | Technology | 20.55% |
| 2 | Financials | 16.72% |
| 3 | Healthcare | 14.25% |
| 4 | Consumer Discretionary | 9.74% |
| 5 | Communication Services | 9.58% |
